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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,024 | $108,882+0.1% | $96,754+12.7% | $154,746-29.5% |
| Participation rate | 9.1% | 75.1%-66.0pp | 70.3%-61.2pp | 80.7%-71.6pp |
| Annual return | 19.12% | 98.39%-79.3pp | 82.04%-62.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $524 | $3,018-82.7% | $2,679-80.5% | $4,379-88.0% |
| Participant deferral / active EE | $873 | $5,323-83.6% | $4,758-81.7% | $6,730-87.0% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |